Wealth Planner: New-Business Growth + Discretionary Bonus

mbf; Nottingham; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus scheme

Career development opportunities

Job summary

A leading professional services firm in England is on the lookout for an experienced Financial Planner to join its Wealth Management team. The successful candidate will focus on generating new business and building long-term relationships with clients. This dynamic role offers a competitive salary range of £60,000 to £90,000, with further incentives for Chartered candidates, alongside significant career progression potential. The firm promotes a collaborative work environment, integrating different financial services to provide holistic client solutions.

Qualifications

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• Proven track record as a Financial Adviser in the UK market.
• Strong understanding of FCA regulations and compliance frameworks.

Responsibilities

• Identify and convert new business opportunities through networking.
• Build and maintain strong relationships with clients.
• Deliver tailored financial planning advice across various areas.

Skills

Business development capability

Interpersonal skills

Knowledge of pensions and investments

Understanding of FCA regulations

Education

Level 4 Diploma in Financial Planning (DipPFS) or equivalent

Chartered status

Job description

A leading professional services firm in England is on the lookout for an experienced Financial Planner to join its Wealth Management team. The successful candidate will focus on generating new business and building long-term relationships with clients. This dynamic role offers a competitive salary range of £60,000 to £90,000, with further incentives for Chartered candidates, alongside significant career progression potential. The firm promotes a collaborative work environment, integrating different financial services to provide holistic client solutions.